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Features

Webinars organized by Candoris are interactive, often in Q&A format, concrete and to the point.
Upcoming Webinars:

 

July 15th, 03:00 – 04:00 PM CEST VanEck Emerging Market Equity Quarterly update with PM David Semple

Register: VanEck Emerging Market Equity Quarterly Update

 

August 13, 03:00 – 04:00 PM CEST VanEck Emerging Market Equity Quarterly update with PM David Semple

Register: VanEck Unconstrained Emerging Market Debt Quarterly Update

 

August 18, 10:00 – 11:00 AM CEST Eleva Leaders Small & Midcap European Equities (To be confirmed)

Register: Eleva Leaders European Small & Mid Cap Quarterly Update

 

August 25, 03:00 – 04:00 PM CEST DSM Global, US Large Cap & Emerging Market Growth Equities with CIO Daniel Strickberger

Register: DSM Growth Strategies Quarterly Update

 

September 2, 04:00 – 04:25 PM CEST Pacific Asset Management US Senior Loans

Register: PAM US Senior Loan Quarterly Update

 

September 2, 04:30 – 05:00 PM CEST Pacific Asset Management US Investment Grade ESG Strategy

Register: PAM US Investment Grade ESG

 

September 10, 04:00 – 05:00 PM CEST SiM US High Yield update with PM’s Gary Pokrzywinski and Ryan Larson

Register: SiM US High Yield Quarterly Update

 

September 16, 03:00 – 04:00 PM CEST Orchard US Small Cap Value (To be confirmed)

Register: Orchard US Small Cap Value Quarterly Update

 

September 23, 03:00 – 04:00 PM CEST Coho ESG US Large Cap Equities

Register: Coho ESG US Large Cap Equity Quarterly Update

Coho ESG US Large Cap Equities

The Coho ESG US strategy is a high conviction, concentrated strategy, which due to its contrarian performance pattern (outperformance in down-markets) diversifies your portfolio and offers protection.

 

Why Coho for US Large Cap Equities?

  • More than 20 year track record, annualized outperformance versus both the S&P 500 as well as the Russell 1000 Value
  • True diversifier in your portfolio due to contrarian periods of outperformance and low volatility
  • Protecting principal in corrections, keep up resonable well in upmarkets
  • 100% alignment as investment team invests their own capital wealth alongside you as an investor, employee owned
  • ESG version available since 2011. ESG is in Coho’s DNA, full integration in investment process, trying to steer companies in sustainable direction
  • Concentrated high conviction portfolio with a high active share

 

Who is Coho Partners?

Coho Partners, founded in 1999, is an independent employee owned dedicated boutique manager specialized in US Large Cap equity. Coho manages assets for institutional and individual clients.

 

Coho Partners Commitment to ESG

The ESG portfolio was established in 2011, while keeping the characteristics of the original strategy that dates back to 2000 in place. The integration of ESG considerations into the investment process is a natural extension of the investment approach. The investible universe defined by Coho, consists of companies explicitly chosen because of their long history of stable business models, solid growth, excellent management teams and shareholder friendly practices. These high quality companies tend to have high levels of awareness and engagement in sustainable practices and good governance making the proprietary ESG evaluation methodology complementary to the core philosophy and process.

 

Principal Investment philosophy

Coho’s investment philosophy is based on the premise that the most effective way to create and sustain wealth in the equity markets is to achieve an asymmetric pattern of returns over time, where the portfolio demonstrates a down market capture considerably less than its up-market capture. This combination should ultimately provide an opportunity for better than market performance over an economic cycle, with less than market risk.

Orchard US Small Cap Value Equities

The Orchard US Small Cap Value strategy is a high conviction, concentrated, high alpha generating strategy that identifies companies that trade at a significant discount to where they should trade at and have one or multiple catalyst to unleash this intrinsic value.

 

Why US Small Cap Value Equities?

US Small Cap Value Equities are the best performing segment within US equities long term. As US Small Cap Value companies are under researched, an active manager provides added value, this segment is not suited for long-term passive investments.

 

Why Orchard for US Small Cap Value Equities?

  • Concentrated high conviction portfolio with a high active share and superior returns through proprietary research and a disciplined process
  • 100% alignment as investment team invests their own capital wealth alongside you as an investor, 100% employee owned
  • Stable team with over 20 years track record in US Small Cap Value
  • ESG fuly integrated in investment process

 

Who is Orchard Capital Management?

Orchard is an independent employee-owned boutique based in Chicago with a track record dating back to 2001.  The investment team has deep investment and industry experience and Orchard employees invest their own private wealth in the same strategy as you as an investor.

 

Principal Investment philosophy

Orchard’s Opportunistic Small Cap Strategies builds upon a core philosophy:

''Proprietary knowledge, not excess risk, drives excess returns‘’

Orchard uses proprietary knowledge to create the best possible estimate of intrinsic value and strives to generate excess returns by investing at what they consider a significant discount to intrinsic value.

Once Orchard has identified sources of value or opportunities for value creation, they select investments with one or more catalysts that should lead to value realization and will engage management & shareholders for constructive change.

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